Submitting an Accomplishment Report
Last Updated: September 18, 2023
An accomplishment report serves to document the tasks that contractors accomplish on a day-to-day basis. The Gantt chart is a prerequisite for using this workflow, implying it must be set up completely and properly. Once the Gantt chart is set up and saved, it becomes the basis for accomplishment reporting.
To submit an accomplishment report, the steps are as follows:
Head to Quality and Safety module (Project Dashboard > Sidebar > Quality and Safety) and select Accomplishment Report.
On the Accomplishment Report summary page, click on Create Ticket. This will open the Accomplishment Report Form.
On the Accomplishment Report Form, fill out the fields for Subject and Requestor Details.
In selecting dates for your accomplishment report, ensure that this will reflect what you have done on a day-to-day basis.
From the Task List section, select which tasks you want to update.
Tick the box of the selected task and input the progress.
Once you are done, click the Submit Ticket. Your progress report will be routed to the Project Manager for review.
Contractors do not have direct access to the Gantt chart, and they can only interact with it through the accomplishment report and later on through the inspection report. The Gantt chart is only accessible to Project admins for editing.
Next Article: Reviewing an Accomplishment Report
Need more help? Send us an email at customersuccess@quickreach.co, or send us a message on the chat widget.
Accomplishment Report
Submitting an Accomplishment Report
An accomplishment report serves to document the tasks that contractors accomplish on a day-to-day basis. The Gantt chart is a prerequisite for using this workflow, implying it must be set up completely and properly. Once the Gantt chart is set up and saved, it becomes the basis for accomplishment reporting.
Instructions:
To submit an accomplishment report, the steps are as follows:
Head to Quality and Safety module (Project Dashboard > Sidebar > Quality and Safety) and select Accomplishment Report.
On the Accomplishment Report summary page, click on Create Ticket. This will open the Accomplishment Report Form.
On the Accomplishment Report Form, fill out the fields for Subject and Requestor Details.
In selecting dates for your accomplishment report, ensure that this will reflect what you have done on a day-to-day basis.
From the Task List section, select which tasks you want to update.
Tick the box of the selected task and input the progress.
Once you are done, click the Submit Ticket. Your progress report will be routed to the Project Manager for review.
Contractors do not have direct access to the Gantt chart, and they can only interact with it through the accomplishment report and later on through the inspection report. The Gantt chart is only accessible to Project admins for editing.
Next Article: Reviewing an Accomplishment Report
Need more help? Send us an email at customersuccess@quickreach.co, or send us a message on the chat widget.
Updated on: 18/09/2023
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